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According to The CFO Alliance 2024 Mid-Market CFO Sentiment Report, current capability gaps, overstretched teams, major initiative goals, and cost containment pressures are creating more and more demand of CFOs and their teams in 2024.

There is no denying the pressure most CFOs from emerging and mid-market enterprises are operating under. In order to meet these increasing demands, CFOs must:

  • Sequence priorities and proactively manage team resources
  • Rethink where to hire, train, or externally access core and new competencies
  • Balance current team transactional loads with incremental upskilling and training
  • Steer teams and processes toward short- and longer-term objectives while advocating for resources

Sounds exhausting, right?  It can be, if you are trying to tackle this alone. Join your CFO peers at The CFO Alliance signature Roundtables as we discuss, learn, and leave with a better understanding on how to develop and utilize a Finance Resourcing Roadmap to ensure that you are able to bridge any gaps to stakeholder expectations, support your teams, and meet your own goals for advancement of the finance and accounting function in 2024.

Learning Objectives:

  • Strategic Focus on Finance Readiness:
  • Explore the current state of your finance readiness, addressing key challenges and opportunities faced by finance teams in emerging and mid-market companies. Benefit from a comprehensive analysis of strategies, methodologies, and best practices aimed at enhancing financial preparedness.
  • Spotlight on Optimizing Teams and Processes:
  • Uncover strategies to boost team and process readiness. Learn tactics to foster adaptability in your team, aligning them with finance function roadmaps for peak performance. Discuss way to implement steps to seamlessly integrate new team members, streamlining operations for heightened efficiency and unlocking growth opportunities in 2024.
  • Interactive, Insightful, Immediate:
  • Engage in dynamic roundtable discussions led by industry experts, where your insights contribute to the collective wisdom. Take away immediate actionable strategies to elevate your finance leadership.

Team & Process Readiness Outcomes

Team Readiness

  • Why it matters
  • The need for the right skillsets and growth mindsets
  • The importance of development and learning paths
  • Strategies for building a ready team
  • Identifying and recruiting the right talent in finance and accounting
  • Providing training and development opportunities as part of the day-to-day 
  • Fostering a culture of shared learning

Process Readiness

  • Why it matters
  • The importance of consistent finance and accounting processes
  • The impact of disruption on the status quo
  • Strategies for building process readiness
  • Developing a culture of documentation
  • Creating redundancy plans through walkthroughs and rotations
  • Standardizing a framework for assessing and implementing process improvements

Who Should Join:

This exclusive event is tailored specifically for finance leaders of emerging and mid-market companies. It ensures that you find yourself in a room with like-minded individuals who engage in relevant conversations, relate to the challenges you're facing, and guarantee quality takeaways.

You don't do 'maintenance mode.' Neither do the members of The CFO Alliance . If you are eager to optimize your finance functions, then join The CFO Alliance! Don't miss your opportunity to get connected and stay informed throughout 2024.



Program Knowledge Level:


Delivery Method:


CPE Credit:

3 CPE in Personal Development

The CFO Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


The Cornell Club New York
East 44th Street 6
New York

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Contact us

For additional event or venue information, please email greg.wood@thecfoalliance.comYou can also reach us at +1 4844372750

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